Midwest Capital Advisors’s Duke Energy DUK Stock Holding History

Midwest Capital Advisors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.5K	Hold	370	–	–	0.02%	93
2025 Q4	$43.4K	Hold	370	–	–	0.02%	94
2025 Q3	$45.8K	Buy	370 +3	+0.8%	+$364	0.02%	91
2025 Q2	$43.3K	Hold	367	–	–	0.02%	91
2025 Q1	$44.8K	Hold	367	–	–	0.03%	90
2024 Q4	$39.5K	Buy	+367	New	+$41.6K	0.03%	98

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Midwest Capital Advisors's DUK Position: Q1 2026 in Review

Midwest Capital Advisors held its Duke Energy (DUK) position steady in Q1 2026 at 370 shares worth $48.5K. The position accounts for 0.02% of the portfolio, ranked #93.

Midwest Capital Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Midwest Capital Advisors held 370 shares of Duke Energy worth $48.5K as of Q1 2026.
Midwest Capital Advisors left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.02% of Midwest Capital Advisors's portfolio in Q1 2026, its #93 holding.
Midwest Capital Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.